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Job Title: US Trust Client Sales & Service Officer I - New York, NY
Job Location: NY: New York
Pay Rate: Open
Job Length: full time
Start Date: 2008-09-11
Company Name: Bank of America Corp.
Contact: Human Resources
Phone: email only please
Fax: email only please
Description: US Trust Client Sales & Service Officer I - New York, NY 0800048349
Apply Online
Description The Client Sales and Service Officer has primary responsibility for supporting all client post sales activities, by monitoring and executing all tasks required to fulfill the client service plan and meet day-to-day inquiries from the client. The CSSO manages the execution of client service activities such as initiating and monitoring account opening and asset transfers; handling client inquiries; and coordinating with specialists and service centers to deliver an integrated service to the client. Minimum of 3-5 years experience required with a financial institution focusing on client service and sales, preferably in the high net worth space. Unlicensed.
Qualifications REQUIREMENTS: Strong MS Office (Excel, Word, Outlook Calendar, Powerpoint) Highly organized with a strong attention to detail Ability to mulit task in fast paced environment Excellent written and verbal communication skills Strong client focus 3+ years experience in a client facing role in a financial institiution DESIRED: Merlin, PACE or other Bank of America system 1+ year experience w/High Net Worth Clients
Additional Information Job Family B-Relationship Management Locations NY-New York Organization 6991-PRIVATE WEALTH MANAGEMENT Travel No
Posting Details Posting Date Sep-08-2008, 01:17 PM, Montreal, New York, Washington D.C. - (UTC -5:00) Unposting Date Sep-22-2008, 11:59 PM, Montreal, New York, Washington D.C. - (UTC -5:00)
Full/Part-time Fulltime-Regular Hours Per Week 40.00 Shift 1st Shift Weekly Schedule Monday - Friday 8:00 - 5:00
Please refer to Job code bankofamerica-690443 when responding to this ad.
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